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Large-Cap Sustainable Growth

We believe that our Large-Cap Sustainable Growth strategy can outperform over a full market cycle with less risk through a concentrated portfolio of companies that have sustainable business advantages, fundamental strength and attractive valuations.

 

Inside the Strategy

  • Our investment approach seeks to identify durable businesses that possess a unique combination of fundamental strength, sustainable competitive advantages and compelling valuation.
  • We believe that sustainable strategies can drive a company's financial performance and long-term security valuation through revenue growth, cost improvements and enhanced franchise value.
  • We believe that our strategy benefits from the advantage of an independent firm whose equity structure aligns the long-term interests of the firm, fosters teamwork and powers a single performance engine across all equity strategies.

Inception: 12/31/2009

Benchmark: Russell 1000® Growth Index

Concentrated Portfolio: 30-40 holdings, minimum $2 billion market capitalization

Portfolio Managers: Karina Funk, CFA and David Powell, CFA

Vehicle: Separately Managed Account, Mutual Fund, UCITS Fund

Publications

Forbes
Green is good, for returns. Do-gooders want to invest sustainability to save the world, Karina Funk does it to make money.

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Capital Conservation
The managers of Brown Advisory’s Large-Cap Sustainable Growth strategy discuss how their sustainable investing approach has helped them preserve capital during down markets.

Learn More

 

By viewing the documents on this page, you confirm and accept that you are an institutional client and are acting on behalf of your client as their authorized advisor or are seeking information as a representative of an institution and that you have read and understood the terms on which the information is being provided.

The information in this section of the website is for information purposes only and does not constitute a recommendation or investment advice to buy or sell securities.

Some Brown Advisory strategies may meet your needs and objectives more effectively than those referred to in this section of the website. For more information, please contact us directly. For more information on all U.S. strategies, please see the list of strategies on the right column of this page.

The contents of this section of the website have not been prepared for the benefit of investors outside the United States. They are not directed at any person or entity elsewhere, nor are they intended for distribution or to be used by any person or entity outside of the United States. In some countries, the distribution of information in this section of the website may be restricted: it is your responsibility to find out what those restrictions are and to observe them. Brown Advisory cannot be liable for a breach of such restrictions. Non-U.S. investors should consider their local regulations before considering investment.

 

Why Sustainable Investing?

Sustainable investing makes sense for a lot of reasons. Smart investors all over the world are realizing how the intersection of financial, social and environmental ideas can lead to better investment results as well as a better foundation for society.

In short, sustainable investing is a way for individuals, families and institutions to achieve a broader set of goals through their investment decisions. We seek to truly understand what you want to achieve, help you consider your options and develop a solution that helps you fulfill your specific objectives.

Strategy Resources

 

Click here to see all Brown Advisory investment strategy documents.

 

Please read our composite disclosure and other important firm disclosures.

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U.S. Institutional Content Disclosure

 

 

By viewing the documents on this page, you confirm and accept that you are an institutional client and are acting on behalf of your client as their authorized advisor or are seeking information as a representative of an institution and that you have read and understood the terms on which the information is being provided.

The information in this section of the website is for information purposes only and does not constitute a recommendation or investment advice to buy or sell securities.

Some Brown Advisory strategies may meet your needs and objectives more effectively than those referred to in this section of the website. For more information, please contact us directly. For more information on all U.S. strategies, please see the list of strategies on the right column of this page.

The contents of this section of the website have not been prepared for the benefit of investors outside the United States. They are not directed at any person or entity elsewhere, nor are they intended for distribution or to be used by any person or entity outside of the United States. In some countries, the distribution of information in this section of the website may be restricted: it is your responsibility to find out what those restrictions are and to observe them. Brown Advisory cannot be liable for a breach of such restrictions. Non-U.S. investors should consider their local regulations before considering investment.

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